Member Info for Alfacomp

https://www.labnews.co.uk/article/2030898/go-with-the-flow-transition-to-vanadium-batteries-is-gathering-pace

I tend to agree, nothing goes up in a straight line because all the soft money takes its profit - this produces a drop back when the Market Makers will look to try and close the short positions that they generated whilst selling into the earlier buying strength. If they cannot close those positions then they have the standard choice open to them:-

1) Allow the price to drop further, hoping that this produces selling rather than the buying that you might expect for a well run company in a hot sector with the world about to come knocking at its door

or 2) take the last of the easy Golden Summit shares, hold their noses and allow the share price to rise, because quite simply it is going to at some point, so they may as well have some cheap shares for when that happens.

on second thoughts I'll have the Irn-Bru

They will edge the Bid up to see if they can balance the books at less than 15p - if they cannot get shares then they have a choice.

1. Relent and push both ask and bid upwards
2. Lose the plot, block buying and perhaps try and throw in a tree shake for an hour or two to try and release shares from those who bought at sub 14p in the last couple of days.

In order to not get mugged you should make sure that you understand that if you set a 'stop loss' order at 14p then the SP only needs to go below that for a few seconds for the sell to be triggered. These 'stop loss' orders should be renamed 'mug me'.

Wake - what's that gambit - a fabulous new sports energy drink ?

I think that the 1 Billion sales annually in 5 years, mentioned in this report https://www.labnews.co.uk/article/2030898/go-with-the-flow-transition-to-vanadium-batteries-is-gathering-pace is something of an understatement.

At a conservative $300/kWh energy storage capacity this would only be around 3GWh annually - well one battery, as we have seen, can be 800MWh to 1GWh so I think we could see significantly higher numbers than this by 2025

https://www.thearmchairtrader.com/the-case-for-vanadium-storage-batteries-is-picking-up-speed/

numpty - Wikipedia hits the nail on the head:-

Perovskite is a calcium titanium oxide mineral composed of calcium titanate. Its name is also applied to the class of compounds which have the same type of crystal structure as CaTiO3, known as the perovskite structure.

The question of course is whether the reference you are referring to is referring to the specific mineral or the class of perovskite structures. In my opinion as someone who worked in the area of superconducting perovskite physics for about 5 years it is 99.625% the latter, as there's hundreds of different materials all with perovskite structures and it would be highly unlikely that it was the specific CaTiO3 material that shows the optimum solar cell properties, and it would be doubly unlikely that we only just found this out when CaTiO3 has been known about for 100+ years as compared with a synthetic 'designer' perovskite that we only just fabricated in the lab yesterday to try and specifically obtain good solar properties.

The easy way to find out is to google 'perovskite solar cell' - again Wikipedia comes up with useful concise information:- The name 'perovskite solar cell' is derived from the ABX3 crystal structure of the absorber materials, which is referred to as perovskite structure and where A and B are cations and X is an anion. A cations with radii between 1.60 Å and 2.50 Å were found to form perovskite structures [10]. The most commonly studied perovskite absorber is methylammonium lead trihalide (CH3NH3PbX3, where X is a halogen ion such as iodide, bromide or chloride) with an optical bandgap between ~1.55 and 2.3 eV depending on halide content. Formamidinium lead trihalide (H2NCHNH2PbX3) has also shown promise, with bandgaps between 1.48 and 2.2 eV.

So it's definitely not the specific Calcium Titanium Oxide compound that they are studying but rather Lead based compounds - but it's not yet a slam dunk as Wikipedia goes on to point out - In contrast to CdTe, hybrid perovskites are very unstable and easily degrade to rather soluble compounds of Pb or Sn with KSP=4.4×10-9, which significantly increases their potential bioavailability[68] and hazard for human health, as confirmed by recent toxicological studies.

Thus I doubt we are suddenly going to see the entire PV solar cell industry packing up their factories and going home, they are going to be going strong for 20 more years+ with the current mainly silicon absorber technology.

perovskite is a class of layered crystal structures - eg the cuprate (HTc) superconductors. There is not going to be any specific place where it would be mined and used in a solar panel device, it would likely be created by reacting high purity oxides via a solid state sintering process and if you really, really have to have it in thin film form then via electron sputtering or laser ablation.

of what happened the last time a big overhang cleared.

https://www.thebushveldperspective.com/slides/slide/bushveld-minerals-in-a-minute-50 - going to break the 6,000 views this evening

now of course is an opportune time to remind people what happened when the last big overhang cleared

https://www.thebushveldperspective.com/slides/slide/bushveld-minerals-in-a-minute-50

Notice how you can go for months with lots of positive news and company developments with little impact on the share price (not much below where we were at the start of the week) and then when the source of distressed or zombified shares comes to an end the true fundamentals of the company kick in.

it's a bit of a dogs dinner that translation, and the "it can store up to 20 years' energy" is obviously wrong. What they meant to say is that "it can store energy for 20 years", but apart from that it is clear the writing is on the wall now.

ahhh, if the CEO has said it then that is all fine and will definitely happen then.

Bricks 92 it would really help your argument if you got some facts right.

Firstly it is 22,400 not 24,000 that is the number being bandied about and secondly those tonnes are tonnes of Vanadium pentoxide (V2O5) which is only 56% Vanadium by mass.

Thus 22.4 x 0.56 = 12.54 thousand tonnes of contained Vanadium as hypothetical production. This is nowhere near 25% of world production. It is currently around 13% and is likely to be less than 10% in the next couple of years as Largo, Bushveld and others ramp up production.

indeed, exactly what we've been telling everyone for the last 2-3 years.

During which time BMN has secured 2 out of 4 of the main primary processing facilities in the world, and stakes and guaranteed downstream electrolyte customers in two of the leading VRFB companies (Invinity, was Avalon/RedT and Enerox, previously known as Cellcube)

LL - I hope you are genuinely lucky because if you don't do any real research that is all you have to rely upon.

For the record the 1000's of hours spent researching is made public here:- https://www.thebushveldperspective.com/

For example if you wish to understand how Vanadium is priced and sold there's this - https://www.thebushveldperspective.com/vanadium-prices

If you wish to understand how Vanadium flow batteries work there's this - https://www.thebushveldperspective.com/blog/public-articles-1/post/what-is-a-redox-flow-battery-219 and this https://www.thebushveldperspective.com/blog/public-articles-1/post/vrfbs-the-numbers-218

If you want to understand how Vanadium is actually processed in all the primary Vanadium mines of the world there is this - https://www.thebushveldperspective.com/blog/public-articles-1/post/vanadium-production-at-vametco-an-overview-380 and this - https://www.thebushveldperspective.com/blog/public-articles-1/post/salt-roast-a-summary-427

and if you want to understand the contribution that VRFB technology may make to global energy storage and the energy transition there is this series of articles - https://www.thebushveldperspective.com/blog/public-articles-1/post/energy-storage-europe-2019-414 , https://www.thebushveldperspective.com/blog/public-articles-1/post/energy-storage-europe-2019-415 and https://www.thebushveldperspective.com/blog/public-articles-1/post/energy-storage-europe-2019-416

Of course if you wish to simply dismiss all this work as that of a trader or 'rumper' as you put in then feel free

tripling production in the 9 months of a global pandemic is clearly not good enough for some people

in how many years time ?

I guess after the US banned Huawei that stuff like this was likely to happen:-

https://hivelife.com/china-export-ban-advanced-technology/

"China’s highest legislative body has passed a new law on export control, which will allow the Chinese government to restrict or ban exports of “strategic materials and advanced technology” to specific foreign companies from 1 December 2020."

Tweeted by MKA this morning:-

China passes export control law with potential for #RareEarths export ban - Mkango well positioned with BFS underway for Songwe project in #Malawi funded by #Talaxis & #RareEarth magnet #Recycling being developed via investment in #HyProMag #Maginito #MKA